We are live on ! Find out more
FISV

Fiserv Inc

1,645 hedge funds and large institutions have $85B invested in Fiserv Inc in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 568 increasing their positions, 669 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 101

19% more funds holding in top 10

Funds holding in top 10: 91108 (+17)

17% more capital invested

Capital invested by funds: $72.8B → $85B (+$12.2B)

3% more funds holding

Funds holding: 1,5901,645 (+55)

3% less call options, than puts

Call options by funds: $306M | Put options by funds: $314M

1.14% less ownership

Funds ownership: 91.45%90.31% (-1.1%)

15% less repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 669

Holders
1,645
Holders Change
+55
Holders Change %
+3.46%
% of All Funds
23.68%
Holding in Top 10
108
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.68%
% of All Funds
1.55%
New
174
Increased
568
Reduced
669
Closed
101
Calls
$306M
Puts
$314M
Net Calls
-$8.5M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1451
Trillium Asset Management
Massachusetts
$206K +$188K +1,291 New
FFG
1452
Fortem Financial Group
California
$206K +$188K +1,288 New
CCA
1453
Cobblestone Capital Advisors
New York
$205K +$187K +1,284 New
FTWA
1454
Fifth Third Wealth Advisors
Ohio
$205K +$186K +1,280 New
WP
1455
WMS Partners
Maryland
$204K +$186K +1,279 New
SSB
1456
Sandy Spring Bank
Maryland
$203K -$6.12K -42 -3%
FPGT
1457
Financial Partners Group (Tennessee)
Tennessee
$202K +$184K +1,264 New
FMP
1458
Financial Management Professionals
Texas
$202K -$24K -165 -12%
HW
1459
Hancock Whitney
Mississippi
$201K +$183K +1,259 New
WFA
1460
Wellspring Financial Advisors
Ohio
$201K +$183K +1,257 New
HTC
1461
Haverford Trust Company
Pennsylvania
$201K +$183K +1,256 New
AG
1462
AlTi Global
New York
$200K +$183K +1,254 New
AC
1463
Armistice Capital
New York
$200K +$182K +1,253 New
PB
1464
Pinnacle Bancorp
Nebraska
$196K -$76.6K -526 -30%
OIAM
1465
OFI Invest Asset Management
France
$195K +$192K +1,319 New
QC
1466
Quent Capital
New York
$194K +$9.9K +68 +6%
SNB
1467
Security National Bank
Nebraska
$192K
WSCM
1468
Wellington Shields Capital Management
New York
$192K +$175K +1,200 New
HBW
1469
Hazlett, Burt & Watson
West Virginia
$189K -$29.1K -200 -15%
JFA
1470
JNBA Financial Advisors
Minnesota
$178K
NIMI
1471
Natixis Investment Managers International
France
$161K -$24.2K -166 -14%
AP
1472
Atwood & Palmer
Missouri
$160K
RTC
1473
Riverview Trust Company
Washington
$157K +$143K +980 New
BTI
1474
Blue Trust Inc
Georgia
$154K -$96.6K -663 -41%
TFA
1475
Transamerica Financial Advisors
Florida
$152K -$457K -3,137 -77%

FISV Hedge Fund Activity: Q1 2024 in Review

1,645 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2024, worth a combined $85B — up 17% from $72.8B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new FISV positions and 101 closed out — a net gain of 73 holders — while 568 added to existing stakes and 669 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $762M. The largest seller was Morgan Stanley, cutting an estimated $1.44B.

  • 1,645 institutional investors held Fiserv Inc (FISV) as of Q1 2024, up from 1,590 in Q4 2023.
  • Funds reported $85B of Fiserv Inc stock for Q1 2024, up 17% quarter-over-quarter.
  • 174 funds opened new Fiserv Inc positions in Q1 2024 and 101 closed out, a net change of +73 holders.
  • The largest Fiserv Inc buyer in Q1 2024 was JP Morgan Chase, an estimated $762M added.
  • The largest Fiserv Inc seller in Q1 2024 was Morgan Stanley, an estimated $1.44B sold.

Based on aggregated 13F filings for Q1 2024.